CTAS
CINTAS CORPEvidence as of 2026-09-02Overview · CINTAS CORP
Cintas Corporation provides corporate identity uniforms and related business services primarily in the United States, Canada, and Latin America. It operates through Uniform Rental and Facility Services, First Aid and Safety Services, and All Other segments. The company rents and services uniforms and other garments, including flame resistant clothing, mats, mops and shop towels, and other ancillary items; and provide…
Management team
- Ms. Michelle Goret · Vice President of Corporate AffairsFind on LinkedIn
- Ms. Christy M. Nageleisen · Vice President of Environment, Social & Governance and Chief Compliance OfficerFind on LinkedIn
- Mr. Jared S. Mattingley · VP, Treasurer, Investor Relations & Corporate ControllerFind on LinkedIn
- Mr. James N. Rozakis · Executive VP & COOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.2 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The evidence balance is Mixed (+0.2 of a possible +2; confidence high). Revenue rose across the three most recent fiscal quarters, with reported sales of $ 2,718,122,000 in Q1 2026 (fiscal quarter ended 2025-09-30), $ 2,799,992,000 in Q2 2026 (fiscal quarter ended 2025-12-31) and $ 2,841,444,000 in Q3 2026 (fiscal quarter ended 2026-03-31). Gross profit expanded each quarter (from $ 1,366,561,000 to $ 1,448,456,000) and gross margin moved from ~ 50.3 % to ~ 51.0 %; net income dipped in Q2 then recovered to $ 502,496,000 in Q3 2026, with diluted EPS of $ 1.24 in Q3 2026.
Leverage and capital structure show meaningful change: long‑term noncurrent debt fell by $ 995,913,000 (about - 41.0 %) to $ 1,429,086,000 as of 2026-05-31 while cash rose modestly and stockholders’ equity increased to $ 5,139,887,000. Market signals are mixed: price sits modestly above the 50‑ and 200‑day SMAs with a golden cross, three‑month momentum is materially positive (+ 15.7 %), but 12‑month momentum is negative ( - 7.5 %) and volatility is elevated versus history.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in the company’s three most recent fiscal quarters reported: 2,718,122,000 USD for Q1 2026 (2025-06-01 to 2025-08-31, 3mo), 2,799,992,000 USD for Q2 2026 (2025-09-01 to 2025-11-30, 3mo) and 2,841,444,000 USD for Q3 2026 (2025-12-01 to 2026-02-28, 3mo).
XBRL companyfacts · 0000723254-25-000033Quarter-over-quarter revenue change: Q1→Q2 rose by 81,870,000 USD (about +3.01%) and Q2→Q3 rose by 41,452,000 USD (about +1.48%); year-over-year comparison for the Dec–Feb quarter shows 2,841,444,000 USD vs 2,609,159,000 USD in the prior Dec–Feb quarter (an increase of 232,285,000 USD, about +8.9%).
XBRL companyfacts · 0000723254-26-000012Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Cintas Corp filed an 8-K with the 8-K filed 27 August 2026 on 2026-08-27.
8-K filed 2026-08-27The provided evidence set contains only that single 8-K filing; no annual or quarterly filings, risk-factor amendments, management discussion & analysis, or other current reports are present in the evidence to review or compare.
8-K filed 2026-08-27Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
Three-month momentum is +15.7%, placing short-term price change materially positive on that horizon.
Moneyta signal set · 2026-09-01weakened in debateSix-month momentum is -0.2% and ranks at the 36th percentile of 547, indicating slightly below-median intermediate momentum versus the research universe as of 2026-09-01.
Moneyta signal set · 2026-09-01weakened in debateReads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
Institutional 13F-reported holdings total $58.4M as of 2026-03-31 (13F filings carry a 45-day reporting lag).
13F holdings · 4 filers · as of 2026-03-31Ensign Peak Advisors, Inc is the largest 13F-reported holder at $42.7M, representing the majority of the reported institutional value; its reported holding changed by -2.1% quarter-over-quarter.
13F holdings · 4 filers · as of 2026-03-31Reads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
A filings-based report states that Canada Pension Plan Investment Board purchased 380,644 shares of Cintas Corporation in the second quarter.
News · thelincolnianonline.com · 2026-08-28A filings-based report states that Dearborn Partners LLC purchased 108,220 shares of Cintas Corporation during the 2nd quarter, valued at approximately $18.4 million.
News · thelincolnianonline.com · 2026-08-28Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model shows an implied free cash flow (FCF) growth rate of 43.37% per year that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closeTrailing twelve‑month free cash flow was $1,138,348,000 and FCF per share was $2.8127.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The provided filings and reported quarter data show sequential and year-over-year top-line growth with expanding gross margins and a recovery in net income and EPS in the most recent quarter (fundamentals-0, fundamentals-1, fundamentals-2, fundamentals-3). Balance-sheet items in the evidence indicate meaningful long-term debt reduction alongside modestly higher cash and rising shareholders’ equity, and shares outstanding have declined slightly — all signals of improving capital structure in the reported period (fundamentals-5, fundamentals-4). Short-term market signals place price above the 50- and 200-day SMAs with positive three-month momentum, and multiple filings-based institutional purchases and additions to 13F rosters are present in the evidence, supporting demand from certain institutional holders (market-0, market-3, news-0, news-1, news-2, news-3, ownership-2). While valuation and longer-term momentum metrics in the evidence appear stretched or weak (valuation-0, valuation-2, valuation-3, market-2), the dataset also records robust trailing FCF and FCF per share (valuation-1) and steady analyst coverage skewing toward moderate buy ratings (news-5), which jointly strengthen the favorable read when weighing recent operational improvements and balance-sheet repair against headline valuation multiples.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.33
34 surviving claims rest on 17 distinct sources; the heaviest analyst carries 24% of them, and 96% of what the desk raised survived the debate.
The read is moderately resilient: 34 surviving claims drawn from 17 sources means claims are spread across multiple documents, but the single heaviest analyst accounting for nearly a quarter of claims raises concentration risk in interpretation. The very high debate survival rate (96%) suggests conclusions were stable in review, but also implies the desk may have applied few critical counterarguments — treat desk-level synthesis as informative but possibly brittle where source variety or independent corroboration is limited.
Peer context · computed, not argued
12-1 momentum ranks 1st of 2 in Specialty Business Services (as of 2026-09-01).
90-day volatility ranks 2nd of 2 in Specialty Business Services (as of 2026-09-01).
dividend yield ranks 1st of 2 in Specialty Business Services (as of 2026-09-01).
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
13 filings· 2 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash−0.2 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.2 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on CTAS Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.